What are the responsibilities and job description for the Case Manager position at Anthem Tax Services?
Full job description
2023-2024 Winners for Top Workplace, Titan Business Awards, & Stevie's Best Employer Awards!
Job Summary
Our Case Managers operate as the primary points of contact for our tax resolution clients, who work in tandem with our Tax Professionals to ensure that clients are updated, informed, and up to date with their documentation and tax compliance. The Case Managers provide their Tax Professionals all the necessary information needed for the Pro to determine what the best resolution option is for their clients. Similar to a paralegal, our Case Managers primarily operate as a liaison, collecting documents, conducting analyses on cases, and communicating with the Pro’s on strategy and criteria.
Responsibilities will primarily include, but may not be limited to:
· Collecting & checking quality of documents/financial information
· Conduct analyses on client accounts to help determine strategy and direction of service
· Communicating with clients & providing them updates & excellent customer service
· Manage a large client base
· Monitor client’s deadlines, requirements, and compliance
Required Skills & Qualifications:
· Associate degree (Bachelor’s Degree Preferred)
· 2 year of customer service, legal, or financial administration experience
· Tax Resolution experience preferred; will be subject to assessment
· 2 years of Microsoft Office & CRM experience
· Exceptional organizational skills
Proficient written and verbal communication skillset
Job Type: Full-time
Pay: $23.00 - $33.00 per hour
Application Question(s):
If hired, can you provide I-9 documentation to verify your eligibility to work in the United States?
Are you over the age of 18?
The compensation for this role is $23 to $33 per hour, depending on experience. Are you comfortable with this pay range?
Are you able to perform the essential duties of this job—with or without reasonable accommodations?
Have you previously worked for or interviewed with Anthem Tax Services? If yes, please provide the approximate date and role.
Do you currently have any family members, close friends, or personal relationships with anyone who works at Anthem Tax Services? (This information is collected solely for transparency and compliance with our hiring practices.)
Ability to Commute:
Irvine, CA 92618 (Required)
Work Location: In person
Salary : $23 - $33